National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > california > westlake village

OAK ASSET MANAGEMENT, LLC

Tel: (805) 778-0818
2535 Townsgate Road
Suite 300
Westlake Village, California  91361

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

OAK ASSET MANAGEMENT, LLC

OAK ASSET MANAGEMENT, LLC is a Westlake Village, California based financial advisory firm with nearly $383,244,730 in assets under management and provides investment advisory services for 741 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM

Firm CRD#:

287856

SEC#:

801-110296

No. of Clients:

741

Assets under Management

$383,244,730

No. of Advisors:

4

More Financial Advisory Firms in Westlake Village, California

More Firms in Westlake Village, California >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.